Leslie Global Wealth
Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYM, SPYV, SPTI, SPDW, and represent 47.01% of Leslie Global Wealth's stock portfolio.
- Added to shares of these 10 stocks: WTV, QUAL, IVE, SPYM, IUSB, IVW, IWM, SPTI, SPY, XOM.
- Started 10 new stock positions in RSP, NICE, XOM, PLTR, SKHY, RVTY, HON, NEM, CRWD, PSLV.
- Reduced shares in these 10 stocks: , RTX, AEP, KLAC, META, AON, SPYG, SPSM, NVDA, AMD.
- Sold out of its positions in AEP, Exxon Mobil Corporation, KLAC, RTX, AON.
- Leslie Global Wealth was a net buyer of stock by $19M.
- Leslie Global Wealth has $272M in assets under management (AUM), dropping by 5.76%.
- Central Index Key (CIK): 0001954832
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Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 90 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 14.2 | $39M | 314k | 123.08 |
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| Spdr Series Trust St Str P500etf (SPYM) | 11.9 | $32M | +7% | 360k | 89.76 |
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| Spdr Series Trust St Str P500val (SPYV) | 11.2 | $31M | 499k | 61.13 |
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| Spdr Series Trust St Inter Etf (SPTI) | 5.0 | $14M | +3% | 500k | 27.28 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 4.6 | $13M | +3% | 251k | 50.21 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 4.2 | $11M | +13% | 256k | 44.09 |
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| Apple (AAPL) | 3.6 | $9.7M | 29k | 333.02 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.3 | $9.0M | +43% | 40k | 222.24 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 3.0 | $8.2M | +3% | 77k | 106.97 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 2.7 | $7.4M | +5% | 229k | 32.28 |
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| Spdr Series Trust St Str Backe Etf (SPMB) | 2.6 | $7.2M | +4% | 340k | 21.14 |
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| Wisdomtree Tr Us Value Fd (WTV) | 2.6 | $7.2M | +76% | 70k | 102.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $7.1M | 9.6k | 739.77 |
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| Ishares Gold Tr Ishares New (IAU) | 2.6 | $7.0M | +3% | 90k | 78.10 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.3 | $6.1M | -2% | 116k | 52.86 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 1.9 | $5.0M | +5% | 97k | 51.76 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $4.7M | +110% | 21k | 228.28 |
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| Global X Fds Rate Preferred (PFFV) | 1.4 | $3.8M | +7% | 176k | 21.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $3.6M | +19% | 13k | 277.89 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.3 | $3.4M | +14% | 72k | 47.58 |
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| NVIDIA Corporation (NVDA) | 1.0 | $2.6M | -3% | 11k | 228.38 |
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| Realty Income (O) | 0.9 | $2.4M | 44k | 54.30 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.8 | $2.3M | -2% | 22k | 102.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.0M | +114% | 14k | 142.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $2.0M | +33% | 2.6k | 762.63 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.6M | 3.2k | 512.97 |
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| Amazon (AMZN) | 0.5 | $1.5M | +23% | 5.8k | 249.15 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.3M | 12k | 106.71 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | 874.00 | 1157.08 |
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| Micron Technology (MU) | 0.4 | $1.0M | 939.00 | 1065.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $885k | 2.6k | 344.08 |
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| Broadcom (AVGO) | 0.3 | $863k | -4% | 2.5k | 351.19 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $856k | +41% | 13k | 63.61 |
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| Abbvie (ABBV) | 0.3 | $786k | 3.0k | 261.59 |
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| Bank of America Corporation (BAC) | 0.3 | $773k | 14k | 54.43 |
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| Philip Morris International (PM) | 0.3 | $773k | +102% | 4.0k | 190.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $770k | -3% | 2.3k | 340.74 |
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| Oracle Corporation (ORCL) | 0.3 | $769k | -5% | 5.6k | 137.30 |
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| Goldman Sachs (GS) | 0.3 | $766k | 851.00 | 900.36 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.3 | $724k | +75% | 32k | 22.59 |
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| Meta Platforms Cl A (META) | 0.3 | $685k | -26% | 945.00 | 725.18 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $683k | 1.5k | 456.20 |
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| United Rentals (URI) | 0.3 | $682k | 681.00 | 1000.78 |
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| Advanced Micro Devices (AMD) | 0.2 | $571k | -10% | 934.00 | 611.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $540k | 1.1k | 497.95 |
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| Johnson & Johnson (JNJ) | 0.2 | $521k | 2.0k | 264.70 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.2 | $511k | 8.1k | 63.04 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $479k | NEW | 2.9k | 162.73 |
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| Nextera Energy (NEE) | 0.2 | $462k | 6.1k | 75.74 |
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| Eversource Energy (ES) | 0.2 | $445k | 6.9k | 64.16 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $438k | +76% | 8.7k | 50.37 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $425k | 1.3k | 330.83 |
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| Verizon Communications (VZ) | 0.2 | $412k | -4% | 9.0k | 45.87 |
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| Intel Corporation (INTC) | 0.2 | $408k | -7% | 3.4k | 120.23 |
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| Tesla Motors (TSLA) | 0.1 | $405k | +2% | 1.1k | 354.81 |
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| Altria (MO) | 0.1 | $391k | +3% | 5.8k | 67.34 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $372k | 675.00 | 551.47 |
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| Applied Materials (AMAT) | 0.1 | $362k | -2% | 708.00 | 511.38 |
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| Wal-Mart Stores (WMT) | 0.1 | $359k | +5% | 3.5k | 103.92 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $354k | 4.2k | 85.10 |
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| Merck & Co (MRK) | 0.1 | $352k | 2.4k | 145.31 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $332k | 9.7k | 34.35 |
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| Chevron Corporation (CVX) | 0.1 | $331k | +3% | 1.6k | 204.23 |
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| Ge Aerospace Com New (GE) | 0.1 | $317k | 1.0k | 312.29 |
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| Ge Vernova (GEV) | 0.1 | $314k | 330.00 | 950.49 |
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| PerkinElmer (RVTY) | 0.1 | $306k | NEW | 2.0k | 152.89 |
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| Honeywell Aerospace (HONA) | 0.1 | $296k | 1.9k | 154.97 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $295k | -7% | 899.00 | 328.51 |
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| Visa Com Cl A (V) | 0.1 | $289k | 803.00 | 359.34 |
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| Honeywell International (HON) | 0.1 | $287k | NEW | 1.4k | 210.94 |
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| Cummins (CMI) | 0.1 | $286k | 554.00 | 516.57 |
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| International Business Machines (IBM) | 0.1 | $270k | -8% | 1.2k | 219.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $267k | NEW | 1.0k | 264.75 |
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| Southern Company (SO) | 0.1 | $267k | 3.2k | 82.89 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $261k | +4% | 12k | 21.87 |
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| Western Digital (WDC) | 0.1 | $259k | +7% | 569.00 | 454.46 |
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| Cisco Systems (CSCO) | 0.1 | $256k | 2.4k | 107.63 |
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| Allstate Corporation (ALL) | 0.1 | $256k | 1.2k | 221.86 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $255k | -2% | 141.00 | 1811.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $243k | NEW | 1.2k | 207.98 |
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| Sk Hynix American Deposit (SKHY) | 0.1 | $243k | NEW | 1.3k | 184.15 |
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| Coca-Cola Company (KO) | 0.1 | $241k | 2.8k | 86.08 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $235k | NEW | 1.3k | 187.05 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $234k | NEW | 12k | 19.37 |
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| Nice Sponsored Adr (NICE) | 0.1 | $234k | NEW | 2.1k | 111.27 |
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| Caterpillar (CAT) | 0.1 | $233k | 287.00 | 810.79 |
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| Newmont Mining Corporation (NEM) | 0.1 | $226k | NEW | 2.0k | 115.34 |
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| McDonald's Corporation (MCD) | 0.1 | $216k | -7% | 933.00 | 230.94 |
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| Hubbell (HUBB) | 0.1 | $210k | +2% | 463.00 | 453.60 |
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| Costco Wholesale Corporation (COST) | 0.1 | $203k | 223.00 | 910.34 |
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Past Filings by Leslie Global Wealth
SEC 13F filings are viewable for Leslie Global Wealth going back to 2024
- Leslie Global Wealth 2026 Q3 filed Oct. 26, 2026
- Leslie Global Wealth 2026 Q2 filed July 21, 2026
- Leslie Global Wealth 2026 Q1 filed May 15, 2026
- Leslie Global Wealth 2025 Q4 filed Feb. 2, 2026
- Leslie Global Wealth 2025 Q3 filed Oct. 22, 2025
- Leslie Global Wealth 2025 Q2 filed Aug. 13, 2025
- Leslie Global Wealth 2025 Q1 filed May 14, 2025
- Leslie Global Wealth 2024 Q4 filed Feb. 14, 2025
- Leslie Global Wealth 2024 Q3 filed Oct. 30, 2024
- Leslie Global Wealth 2024 Q2 filed July 31, 2024